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Dudley Cunningham
Analyst-Equity at SVB Wealth LLC
Dudley Cunningham active positions
Companies | Position | Start | End |
---|---|---|---|
SVB Wealth LLC
![]() SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Analyst-Equity | 2014-09-30 | - |
Portfolio Manager-Equities | 2014-09-30 | - |
Career history of Dudley Cunningham
Former positions of Dudley Cunningham
Companies | Position | Start | End |
---|---|---|---|
Boston Private Bank & Trust Co.
![]() Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Corporate Officer/Principal | 1995-06-30 | 2014-10-01 |
Cunningham Henderson & Papin, Inc.
![]() Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of SVB Financial Group, Cunningham Henderson & Papin, Inc. is an investment management company. The company is based in Burlington, MA. The company was founded by Ron Holstein Henderson. Cunningham Henderson & Papin was acquired by Boston Private Bank & Trust Co. on August 02, 1995 for $4 million. | Corporate Officer/Principal | 1968-12-31 | - |
Training of Dudley Cunningham
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Analyst-Equity | 1 |
Sectoral
Finance | 3 |
Miscellaneous | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Boston Private Bank & Trust Co.
![]() Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
Cunningham Henderson & Papin, Inc.
![]() Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of SVB Financial Group, Cunningham Henderson & Papin, Inc. is an investment management company. The company is based in Burlington, MA. The company was founded by Ron Holstein Henderson. Cunningham Henderson & Papin was acquired by Boston Private Bank & Trust Co. on August 02, 1995 for $4 million. | Miscellaneous |
SVB Wealth LLC
![]() SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
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